The death of a loved one brings stress, despair and grief. It also often precipitates disagreements regarding the intended beneficiary of an annuity, life insurance policy or other account of the ...

Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...

Most parties know the importance of saving original wills. They are executed with great formality, notarized, and regarded as the final work in distribution of property. What many, if not most, people ...

It's easy to assume your will has the final say over who inherits your money, but that's not always true. Just one bank account beneficiary form can quietly override written estate plans and redirect ...

Everyone makes mistakes, including advisers. But there’s one blunder every planner should take extra precautions to avoid: being careless about ensuring that their clients’ IRA beneficiary forms are ...

The RMD (required minimum distribution) rules for IRA and plan beneficiaries have gone through so many recent changes that it’s not surprising that advisors have lots of questions on which RMD rules ...

A participant in a 401(k), 403(b), or other account-style retirement plan may name a beneficiary to receive his or her account balance after the participant’s death. A recent case, Moore v. NCR Corp.

The calculation of required minimum distributions for beneficiaries has always been uniquely complicated because of confusing tax rules that differ depending on the type of beneficiary, when they ...

• Is your emergency contact information up-to-date? Why is it important to keep your personnel information up-to-date? A completed and witnessed designation of beneficiary form, with rare exception, ...